Principal LifeTime 2040 Fund

Scorecard
2 / 5 Stars
Lipper
4 4 1 2 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.85 12.64 -7.79
Stocks 58.15 0.41 57.74
Bonds 9.01 0.07 8.94
Other 1.53 0.03 1.5
Foreign Bonds 12.21 1.74 10.47
Foreign Stocks 28.44 0.45 27.99
Convertible 0.09 0.0 0.09
Preferred 1.06 0.0 1.06

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
Principal LargeCap Growth I Inst 13.62
Principal Large Cap Value III Inst 10.59
Principal Overseas Instl 8.6
Principal Diversified Intl Inst 8.43
Principal Large Cap S&P 500 Index Inst 7.96
Principal Large Cap Value Inst 6.17
Principal Global Opportunities Instl 5.8
Principal Global Real Estate Sec Inst 4.81
Principal Intl Emerging Markets Inst 3.95
Principal Large Cap Growth Inst 3.94

Bond Ratings (%)

Updated 01.31.2014

Sector PTDAX
AAA 56.46
AA 7.72
A 5.48
BBB 11.83
BB 6.81
B 7.13
Below B 3.71
Other 0.86